Creative Planning
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Creative Planning’s Amneal Pharmaceuticals AMRX Stock Holding History

Creative Planning’s Portfolio AMRX Stock Details AMRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Sell
72,430
-831
-1% -$11.4K ﹤0.01% 2465
2026
Q1 		$911K Buy
73,261
+20,550
+39% +$276K ﹤0.01% 2540
2025
Q4 		$664K Buy
52,711
+19,457
+59% +$223K ﹤0.01% 2609
2025
Q3 		$333K Buy
33,254
+9,358
+39% +$84K ﹤0.01% 3062
2025
Q2 		$193K Buy
23,896
+9,136
+62% +$68.9K ﹤0.01% 3237
2025
Q1 		$124K Sell
14,760
-1,583
-10% -$13.2K ﹤0.01% 3209
2024
Q4 		$129K Sell
16,343
-212
-1% -$1.78K ﹤0.01% 3097
2024
Q3 		$138K Sell
16,555
-2,490
-13% -$19.5K ﹤0.01% 2954
2024
Q2 		$121K Buy
+19,045
New +$121K ﹤0.01% 2804
2021
Q2 		– Sell
-27,454
Closed -$185K – 2084
2021
Q1 		$185K Buy
+27,454
New +$152K ﹤0.01% 2118

Other funds holding AMRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Creative Planning's AMRX Position: Q2 2026 in Review

Creative Planning reduced its Amneal Pharmaceuticals (AMRX) stake by 1.1% in Q2 2026, selling an estimated $11.4K and leaving 72,430 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Creative Planning first reported a position in AMRX in Q1 2021 and has held it in 10 quarters since. 311 funds tracked by Wall St. Rank hold AMRX as of Q2 2026.

  • Creative Planning held 72,430 shares of Amneal Pharmaceuticals worth $1.25M as of Q2 2026.
  • Creative Planning sold 831 Amneal Pharmaceuticals shares in Q2 2026, an estimated $11.4K.
  • Amneal Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2465 holding.
  • Creative Planning first reported a position in Amneal Pharmaceuticals in Q1 2021 and has held it in 10 quarters since.
  • 311 funds tracked by Wall St. Rank held Amneal Pharmaceuticals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.